The Right BI Tool for the Job in a non- SAP Applica9on Environment

Transcription

1 September 9 11, 2013 Anaheim, California The Right BI Tool for the Job in a non- SAP Applica9on Environment Speaker Name(s): Ty Miller

2 Full Spectrum Business Intelligence Self Service Dashboards and Apps Reporting Discover. Predict. Create. Build Engaging Experiences Distribute Information n Discover areas to optimize your business n Adapt data to business needs n Tell your story with beautiful visualizations n Deliver engaging information to users where they need it n Track key performance indicators and summary data n Build custom experiences so users get what they need quickly n Securely distribute information across your organization n Answer related questions by interacting with pre-defined reports n Build printable reports for operational efficiency

3 Self Service Discover. Predict. Create. Agility for business analysts and business users Discover trends, outliers and areas of interest in your business Adapt to business scenarios by combining, manipulating, and enriching data Tell your story with self-service visualizations and analytics Forecast and predict future outcomes Portfolio n Lumira n Explorer n Analysis n Predictive Analysis*

4 SAP Lumira to unleash business analyst crea9vity Provides the freedom to understand your data, personalize it, and create beautiful content Overview Download and install on your desktop in less than 5 minutes Insight from many data sources Combine, manipulate and enrich data to apply it to your business scenarios Self-service visualizations and analytics to tell your story Optimized for SAP HANA for real-time on detailed data

5 SAP BusinessObjects Explorer for business users to quickly access informa9on on their own Provide business users with a simple experience to independently ask and answer business questions on the fly Quickly and easily explore your data using search Easily visualize your data Geographic and Time awareness Build simple, interactive views (Exploration views) Mobile ready Overview

6 SAP BusinessObjects Analysis for OLAP analysis Provide Business Analysts with the ability to analyze OLAP data in both Excel and over the Web Overview Recommended for OLAP analysis scenarios (multi-dimensional analysis) Quickly leverage your SAP investments in HANA High productivity for analysts through both Web and Excel based interfaces

7 Predic9ve Analysis to gain an extremely deep understanding of your business Provide Business Analysts with sophisticated algorithms to take the next step in understanding their business and modeling outcomes. Overview Perform statistical analysis on your data to understand trends and detect outliers in your business Build models and apply to scenarios to forecast potential future outcomes Breadth of connectivity to access almost any data Optimized for SAP HANA to support huge data volumes and in-memory processing

8 Dashboards and Apps Build Engaging Experiences Build engaging, visual dashboards Powerful environment to build interactive and visually appealing analytics Rich set of controls: buttons, list boxes, drop-down, crosstabs, charts n Design Studio Portfolio n Dashboards (aka Xcelsius) Use custom code to extend and build workflows

9 Design Studio for building analy9c applica9ons on HANA Provides a development environment that contains a broad library of controls and visualizations to build analytic applications on HANA Overview Modern development environment and HTML5 runtime Native HANA support Growing library of controls Recommended for HANA customers

10 SAP BusinessObjects Dashboards for building custom dashboards on any data Provides a rich set of visualizations and controls to build highly interactive dashboards on thirdparty data sources Overview Build rich, interactive dashboards and visualizations Broad visualization library to support KPIs and executive dashboards Leverage enterprise BI infrastructure with support for the semantic layer Recommended for use on 3 rd party data sources

11 Guidance for SAP HANA customers Customers using SAP HANA should adopt SAP BusinessObjects Design Studio as their primary tool for crea9ng dashboards and applica9ons, both on the Web and on mobile devices. Customers of SAP BusinessObjects Dashboards should con9nue with Dashboards and leverage the upcoming HTML5 func9onality for mobile dashboards. Customers using Dashboards on top of SAP HANA should strongly consider building their new dashboards with Design Studio. See SAP s analy9cs blog for more detail on our dashboarding strategy and direc9on

12 Repor9ng Share Informa9on High productivity design for report designers Portfolio Quickly build formatted reports on any data source Securely distribute reports both internally and externally Minimize IT support costs by empowering end users to easily create and modify their own reports n Web Intelligence n Crystal Reports Enhance custom applications with embedded reports

13 SAP BusinessObjects Web Intelligence for self- service query and repor9ng Quickly build ad-hoc queries and reports without a knowledge of SQL or the underlying data structure Overview Market-leading self service reporting solution for rapid report creation Support for multi-source semantic layer to bring together different sources of information without having to know the DB structure or SQL Content accessible from anywhere: Mobile, Web, Desktop

14 SAP Crystal Reports for formawed reports Build pixel-perfect formatted reports for printing and operational reporting Overview Access nearly any data source directly Build reports that look exactly the way you want through pixel-perfect positioning, layout and templates Powerful API to embed reports into applications Optimized for high-volume reporting and publishing

15 Selecting the Right SAP BusinessObjects BI Client based on product capabili>es

16 Where does the data reside? R Q Optimized and favoured Supported Unsupported

17 Selec>ng the Right SAP BusinessObjects BI Client Comparing Product Capabili9es Crystal Reports for Enterprise Web Intelligence Dashboards Analysis for Office Analysis for OLAP Explorer/ Lumira Design Studio Highly formatted reporting Parameterized & Dynamic Layout Self Service reporting / Free form layout Hierarchical capabilities Data Visualization Product Interoperability Guided Navigation Mobile Reporting Supported Not Supported 1. With Design Studio 2. With Explorer

18 SAP BusinessObjects BI 4.x & OLAP Sources Hierarchical Repor9ng Capabili9es Crystal Reports for Enterprise Web Intelligence Dashboards (BI4 SP05 connectivity) Design Studio Analysis for Office Analysis for OLAP Explorer/Lumira Support for hierarchical member selection ü ü ü ü ü ü ü Support for hierarchical parameters ü ü ü ü ü ü û Support for hierarchies in charts and crosstab ü ü Only Hierarchical Scorecard ü ü ü û Support for delegated measures ü ü ü ü ü ü ü Support for hierarchical report design ü ü ü ü ü ü û Switching between hierarchies on the fly û û û ü ü ü û Level based member selection ü ü ü ü ü ü û Showing Leaves only / Lowest Level of the hierarchy Expand to Level as a configuration option û û û ü ü ü û û û ü ü ü ü û Skipping Levels of a hierarchy û û û ü ü ü û Ranking data along hierarchies û û û ü ü ü û

19 Where is the content consumed? Self Service Dashboards and Apps Reporting Discover. Predict. Create. n Analysis Office n Predictive Analysis n Lumira Build Engaging Experiences n Design Studio n Dashboards Distribute Information n Web Intelligence n Crystal Reports n Analysis OLAP n Explorer n Design Studio n Dashboards n Exploration Views n Web Intelligence n Crystal Reports n Explorer n Design Studio n Dashboards n Exploration Views n Web Intelligence n Crystal Reports

20 Where is the content created? Self Service Discover. Predict. Create. n Analysis Office n Predictive Analysis n Lumira Dashboards and Apps Build Engaging Experiences n Design Studio n Dashboards Reporting Distribute Information n Web Intelligence n Crystal Reports n Analysis OLAP n Explorer n Exploration Views n Web Intelligence

21 Selecting the Right SAP BusinessObjects BI Client based on your audience

22 Who creates the content? Self Service Dashboards and Apps Reporting Discover. Predict. Create. Build Engaging Experiences Distribute Information n Design Studio n Crystal Reports n Dashboards IT n Analysis Office/OLAP n Exploration Views n Web Intelligence n Predictive Analysis n Explorer n Lumira Business User

23 Who consumes the content? Self Service Dashboards and Apps Reporting Discover. Predict. Create. Build Engaging Experiences Distribute Information n Explorer n Design Studio n Crystal Reports n Dashboards n Web Intelligence n Exploration Views Executive n Explorer n Design Studio n Web Intelligence n Lumira n Dashboards n Crystal Reports n Exploration Views Senior Mgmt

24 Who consumes the content? Self Service Dashboards and Apps Reporting Discover. Predict. Create. Build Engaging Experiences Distribute Information n Analysis Office/OLAP n Design Studio n Predictive Analysis n Dashboards n Explorer n Exploration Views n Lumira Business Analyst n Analysis Office/OLAP 1 n Design Studio n Web Intelligence n Predictive Analysis 2 n Dashboards n Crystal Reports n Explorer n Exploration Views n Lumira Individual Contributor 1. Content consumed in Design Studio output, not the Design Studio IDE itself. 2. Content consumed in Explorer / Exploration Views, not in the PA IDE itself.

25 SAP BusinessObjects BI poryolio Who consumes the content? Report (Crystal Reports & Web Intelligence) Create and consume standardized reports to review operational metrics Receive alerts from pre-built reports and leverage information for follow up Share reports with larger audience and make use of product interoperability Use interactive reporting capabilities to access and analyze a variety of data sources Individual Contributor Monitor & Analyze (Design Studio, Dashboards, Analysis for Office and OLAP) Consume and interact with information using prepared workbooks Analyze operational metrics inside the Microsoft Office environment Follow guided analysis using pre-built BI applications Discover (Explorer & Lumira) Answer ad-hoc questions anywhere, anytime using historic and real-time data Search and explore Big Data by using natural words and simple visualizations Combine, enrich, manipulate, and merge information Predict (Predictive Analysis) Consume and interact with information to predict future outcomes Discover trends, patterns and sets

26 SAP BusinessObjects BI poryolio Who consumes the content? Monitor and Analyze (Analysis for Office, Analysis for OLAP & Design Studio) Analyze corporate information to fulfill ad hoc requests from management Build and share Microsoft Excel and web based BI applications for guided analysis Use Analysis as starting point and leverage product interoperability for details Create and edit reports without the need for IT or a report designer Business Analyst Share reports with larger audience and make use of product interoperability Discover (Explorer & Lumira) Answer ad-hoc questions anywhere, anytime using historic and real-time data Search and explore information by using natural words and simple visualizations Access large volumes of information on-premise and on device Combine, enrich, manipulate, and merge information Predict (Predictive Analysis) Consume and interact with information to predict future outcomes Discover trends, patterns and sets

27 SAP BusinessObjects BI poryolio Who consumes the content? Monitor & Analyze (Exploration Views, Design Studio and Dashboards) Analyze and review corporate KPIs and measure progress towards set goals Share findings with upper management in form of presentations with live data Senior Management Use actual and historical data for detailed planning scenarios to enable realistic forecasting Leverage product interoperability to share findings with other BI clients Analyze information on the desktop, via browser, and via mobile device Discover (Explorer and Lumira) Answer ad-hoc questions anywhere, anytime using historic and real-time data Search and explore information by using natural words and simple visualizations Access large volumes of information on-premise and on device Report (Crystal Reports & Web Intelligence) Consume pre-delivered reports

28 SAP BusinessObjects BI poryolio Who consumes the content? Monitor & Analyze (Exploration Views, Design Studio, Dashboards) Track and analyze company wide metrics using real-time interactive dashboards Leverage what-if capabilities to evaluate different planning scenarios Executive Provide navigation for further analysis using product interoperability Analyze information on the desktop, via browser, and via mobile device Discover (Explorer) Answer ad-hoc questions anywhere, anytime using historic and real-time data Search and explore information by using natural words and simple visualizations Access large volumes of information on-premise and on device Report (Crystal Reports & Web Intelligence) Consume pre-delivered reports

29 Selecting the Right SAP BusinessObjects BI Client based on your business requirements

30 Selec>ng the Right SAP BusinessObjects BI Client Using Business Requirements Financial Area Middle Management As Financial Manager for the West Coast Region of North America I need to be able to analyze cost and profit center actuals towards the allocated budget along several dimensions. I need to be able to see these measures along our company structures as well as being able to compare informabon from several sources. I also need to be able add my own calculabon to answer on- demand requests from senior management. I would like to leverage the informabon inside MicrosoF Excel, but it also should be possible to use it in a browser.

31 Selec>ng the Right SAP BusinessObjects BI Client Using Business Requirements Financial Area Middle Management What did we hear? Use of hierarchies (cost center / profit center / company structures) Usage of Microso^ Excel and browser based access Crea9on of calcula9ons on the fly Accessing mul9ple sources

32 Selec>ng the Right SAP BusinessObjects BI Client Comparing Product Capabili9es Crystal Reports for Enterprise Web Intelligence Dashboards Analysis, Edition for Microsoft Office Analysis, edition for OLAP Explorer/ Lumira Design Studio Usage of Hierarchies Using BEx Query Structures Microsoft Excel as client Internet Browser as client Creating calculations Multiple Source in one report Supported Not Supported

33 Selec>ng the Right SAP BusinessObjects BI Client Using Business Requirements Financial Area Summary Based on the combina9on of requirements from the Financial Area the recommenda9on would be to use Analysis, edi9on for OLAP Analysis, edi9on for Office (if the data source is HANA) Design Studio Design Studio could be used to create a custom BI applica9on / template for the user audience if the data source is SAP HANA For less hierarchical driven reports and a more consumer (less power user) type of audience Web Intelligence might be an alterna9ve

34 Selec>ng the Right SAP BusinessObjects BI Client Using Business Requirements Sales Area The Sales Manager for Canada asked me to create a report for his sales representabves that would allow them to see their current sales pipeline. He menboned that the informabon needs to be available in the office, on the road, and on mobile devices. Business Analyst ndividual Contributor Middle Management He also stressed out that each sales representabve needs to be able to change the report as they wish so that they can see the informabon by opportunity, product, week & month, and other angles. Actual hierarchies are only used limited. For him as Sales Manager for Canada, he menboned it would be a great value to be able to run some simple scenarios to see how certain changes could impact the pipeline, for example a change in the product cost or price. and he then also menboned that somebmes people prefer just to get an with a PDF file.

35 Selec>ng the Right SAP BusinessObjects BI Client Using Business Requirements Sales Area Business Analyst What did we hear? The informa9on needs to be available on- premise (in the office), offline (on the road), and on mobile devices Users need the ability to change the report and change the view on the data. Only limited use of hierarchies Distribu9on of the reports via in a PDF format is also required For the Sales Management some simple what- if scenarios would be a great asset

36 Selec>ng the Right SAP BusinessObjects BI Client Comparing Product Capabili9es Crystal Reports for Enterprise Web Intelligence Dashboards Analysis for Office Analysis for OLAP Explorer/ Lumira Design Studio Offline Capabilities Mobile Reporting Distribution via (Broadcasting) Edit the report Change the view of the data What-if scenarios Supported Not Supported

37 Selec>ng the Right SAP BusinessObjects BI Client Using Business Requirements Sales Area Summary Based on the combina9on of requirements from the Sales Area the recommenda9on would be to use SAP BusinessObjects Web Intelligence SAP BusinessObjects Mobile BI What if Scenarios will be created using SAP BusinessObjects Design Studio SAP BusinessObjects Dashboards

38 Selec>ng the Right SAP BusinessObjects BI Client Using Business Requirements Execu9ve Area Executive As ExecuBve Manager in this company I need consolidated informabon, which provides me with a high- level overview on all cribcal corporate KPIs. I need to be able to access this informabon anybme, anywhere. If needed I need to be able to get to the root cause and see the detailed informabon. I also can not always wait for my business analyst of IT to send me the informabon when I ask them a quesbon. It would be good to be able to simply search for the answer by entering my quesbon.

39 Selec>ng the Right SAP BusinessObjects BI Client Using Business Requirements Execu9ve Area Executive What did we hear? Consume highly aggregated informa9on Strong data visualiza9ons needed Provide the ability to drill down and navigate to detailed informa9on when needed Fast response 9me Informa9on needs to be available via mobile device Allow for search and explora9on

40 Selec>ng the Right SAP BusinessObjects BI Client Comparing Product Capabili9es Crystal Reports for Enterprise Web Intelligence Dashboards Analysis, Edition for Microsoft Office Analysis, edition for OLAP Explorer/ Lumira Design Studio Highly Aggregated information Strong data visualization Drill Down / Navigate to detailed information Mobile Reporting Search & Exploration Supported This BI clients are not suitable for the intended audience. Not Supported

41 Selec>ng the Right SAP BusinessObjects BI Client Using Business Requirements Execu9ve Area Summary Based on the combina9on of requirements from the Execu9ve team the recommenda9on would be to use SAP Lumira SAP BusinessObjects Explorer SAP BusinessObjects Design Studio SAP BusinessObjects Dashboards SAP BusinessObjects Mobile BI In addi9on consider SAP HANA for performance improvements

42 Key Links Gedng started with SAP BI sap.com/upgradebi sap.com/learnbi sap.com/bivirtualiza9on sap.com/bisizing service.sap.com/roadmap How to Select the Right BI Tool for Your Environment SAP s Release Strategy for Major Releases of SAP BusinessObjects BI

43 Key Learnings Your BI Strategy should start with the business requirements, not with the DWH. Start by defining your requirements and your desired outcome. Focus on the business pain points by area. One use case after the other not all in once Understand your audience. Let them describe their workflow. Listen! Remember Your BI Strategy starts with the business requirements.. Not with the DWH

44 Thank you for participating. Please provide feedback on this session by completing a short survey via the event mobile application. SESSION CODE: 0309 Learn more year-round at